Tag: client appreciation
Segment Clients by More Than AUM (Distraction-Proof Advisor Idea Video #71)
Do you know which clients are most valuable to your business?
Small Gifts Make a Big Impact (Distraction-Proof Advisor Idea Video #50)
It doesn't take something expensive or elaborate to stay at the top of your clients' minds.
Ways To Show Clients You Value Them (Distraction-Proof Advisor Idea Video #18)
Create memorable events to stay top of mind with your clients so someone doesn’t steal that spot.
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Recent Posts
- When Referrals Aren’t a Good Fit (Distraction-Proof Advisor Idea Video #350)
- Make the Most of Reconnecting (Distraction-Proof Advisor Idea Video #349)
- Two More Communication Crutches To Avoid (Distraction-Proof Advisor Idea Video #348)
- Olympic Lesson: How to Make Big Goals Reality (Distraction-Proof Advisor Idea Video #347)
- Olympic Lesson: Make Time To Give Back (Distraction-Proof Advisor Idea Video #346)
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"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"
Michelle Glass, Glass Financial Advisors
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